Mortgage marketing Appointment Setting - Outbound Cold Call

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TYPE OF WORK

Part Time

WAGE / SALARY

6

HOURS PER WEEK

TBD

DATE UPDATED

Dec 3, 2025

JOB OVERVIEW

We are looking for skilled outbound callers who have ideally had experience calling small business owners. Experience in real estate, mortgage or insurance is also valuable. Call a list of warm and cold prospects in our database to set appointments for us for a free strategy session. You will be calling US mortgage loan officers and mortgage brokers and setting appointments for me and my sales team to give a strategy session.

You will be focusing on qualifying the prospect and also getting an appointment.

Please note you will not be selling anything. But we only want to give strategy sessions to a specific type of mortgage loan officer. Your goal will be ask the key questions in order to qualify them. Once they have been qualified then you set the appointment.

We will be given you full training materials, calling software, databases, scripts, and overcoming objections materials.

This is an ongoing job post and we would need you 10-15 hours per week.

You will be paid $6 per hour.

What we expect from you:
Organisation & professionalism
Recording key information into our scheduling system
Goal-orientated
Excellent English

What we will give to you:
Calling software
Cold calling script
Database of cold leads
Scheduling system to schedule appointments
Targets
Background information of our service
Training

What is our Business model?
In short we help mortgage loan officers and mortgage brokers to fill their pipeline with qualified home buyer pre-applications so they can focus on selling instead of prospecting.

We generate exclusive home buyer and refinance pre-applications and connect them with the mortgage professionals through our proprietary system. Loan officers get access to our system that helps them connect with qualified leads via text, email and call. We work all across United States.

How does this benefit the Mortgage Loan Officer?

It benefits them because they are able to have peace of mind, knowing that no matter what they will have active conversations with pre-qualified home buyers every week. That’s because we guarantee a minimum number of leads per month so the loan officer has no risk of running out of business. These connections with pre-qualified home buyers also help them build relationships with Real Estate agents so that they will refer them business.

So your job will be to see if he/she is interested in adding at least $1 million in home buyer loans to their pipeline. So you will qualify him/her by asking the right questions. If he/she is interested then you arrange an appointment to have a strategy session with our sales team.

As a reminder you will be given the script, and the questions to ask.

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